Investment Insights Blog | Plancorp | Tax Strategy

What You Need to Know Before Lending Money to Family

At some point, nearly everyone has frequented one of the most popular lenders: BOMAD—otherwise known as the Bank of Mom and Dad. Read more…

Common Scenarios That Call for Deeper Financial Expertise

Every family is unique, and everyone has their own questions, priorities, and vision for the future. However, there are certain life events or financial situations that are especially complex and call for deeper expertise from a financial advisor.  Read more…

Should You Refinance Your Mortgage Because Rates Are Low?

With mortgage rates near historic lows, it seems like all anyone who owns a home talks about right now is refinancing. If you own, too, you might wonder: Is now the time to refinance your mortgage? Read more…

Self-Employed? Here’s What You Need To Know About Retirement Planning

In 2019, more than 16 million American workers were self-employed. In 2020, the coronavirus pandemic forced even more Americans to become their own bosses. Read more…

New Year Planning Tips and Resources

As we begin the new year, this is the time to review your financial plan and work towards a successful financial plan for 2021. In this video Peter Lazaroff, Chief Investment Officer and Daniel Lee, Senior Wealth Manager give their top financial planning tips. You will find a list of their tips as Read more…

How to Hack Your Health Savings Account to Capitalize on its Tax Advantages

It’s easy to ignore what we don’t understand – including something like an Health Savings Account. But plenty of professionals leave money on the table by not making the most of these tax-advantaged accounts. Read more…

Compounded Annual Return vs. Average Annual Return

Compounded Annual Return Read more…

Timely Topic: What You Should Know About a Donor Advised Fund

As end-of-year tax planning draws to a close, there is still a small window of time to set up a Donor Advised Fund if you wish to make charitable donations in the next few years and take advantage of the tax benefit from charitable giving. Read more…

End-of-Year Tax Planning Tips

My first opportunity to vote in a presidential election was the year 2000. Bush v. Gore. Hanging chads. A month of legal battles until we had a President Elect. I always wondered whether another election would surpass that chaos. 20 years later I have my answer. Read more…

6 Smart Ways to Withdraw Retirement Funds and Lower Your Taxes

The global pandemic has had an enormous impact on all of our daily lives, but it presents a unique set of challenges to recent retirees. As the stock-market volatility continues, uncertainty over the future may leave you wondering the best way to draw down assets going forward.  Read more…

1 2 3 4